Arnold Financial Planning LLC

Q1 2026 13F-HR Holdings

Location
Hiawatha, IA
Holdings as of
3/31/2026
Date filed
4/14/2026
Form type
13F-HR
Num holdings
26
Total value ($000)
$107,028
Net value change ($000)
+10,026 (10.3%)
New positions
3
Sold out positions
1
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/27/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SCHO 2,003 19.0%
SCHZ 1,648 12.5%
SCHX 1,338 11.0%
SCHWAB STRATEGIC TRUST 1,178 12.4%
SCHV 1,155 18.8%
SCHA 1,145 16.9%
SCHC 486 8.4%
SCHE 405 14.2%
SGOV 360 114.6%
AAPL 293 28.9%
Top Reduces (Value $000, Stocks/ETFs)
EFA -395 -100.0%
DFCF -216 -3.7%
DFAC -183 -2.3%
VTI -122 -9.0%
IJR -59 -9.2%
NVDA -39 -6.5%
DFAE -4 -0.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type